TOBIAS FINANCIAL ADVISORS, INC.

Position in IWO — iShares Russell 2000 Growth ETF

CIK 1802080 Plantation, FL

All Filings in IWO

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 IWO	$16,804,757	42,656	+0.6%	Shares	Sole	2026-08-25
2026-03-31 IWO	$13,307,113	42,405	-2.4%	Shares	Sole	2026-05-13
2025-12-31 IWO	$14,034,461	43,449	+1.5%	Shares	Sole	2026-02-13
2025-09-30 IWO	$13,702,512	42,815	+10.2%	Shares	Sole	2025-11-03
2025-06-30 IWO	$11,106,518	38,853	+3.1%	Shares	Sole	2025-08-13
2025-03-31 IWO	$9,629,392	37,684	-0.2%	Shares	Sole	2025-05-15
2024-12-31 IWO	$10,870,385	37,768	+2.3%	Shares	Sole	2025-02-13
2024-09-30 IWO	$10,487,552	36,928	+3.2%	Shares	Sole	2024-10-30
2024-06-30 IWO	$9,398,048	35,798	+8.7%	Shares	Sole	2024-08-13
2024-03-31 IWO	$8,920,422	32,941	+2.4%	Shares	Sole	2024-05-03
2023-12-31 IWO	$8,111,647	32,161	+2.5%	Shares	Sole	2024-02-14
2023-09-30 IWO	$7,035,396	31,387	+46.4%	Shares	Sole	2023-11-03
2023-06-30 IWO	$5,203,843	21,445	+3.1%	Shares	Sole	2023-08-03
2023-03-31 IWO	$4,716,721	20,795	+5.1%	Shares	Sole	2023-04-24
2022-12-31 IWO	$4,243,849	19,783	+0.7%	Shares	Sole	2023-02-13
2022-09-30 IWO	$4,059,080	19,648	+11.6%	Shares	Sole	2022-11-14
2022-06-30 IWO	$3,633,119	17,610	+8.9%	Shares	Sole	2022-08-12
2022-03-31 IWO	$4,136,244	16,173	+4.4%	Shares	Sole	2022-05-09
2021-09-30 IWO	$4,548,296	15,492	+11.5%	Shares	Sole	2021-11-15
2021-06-30 IWO	$4,331,867	13,898	+5.1%	Shares	Sole	2021-08-12
2021-03-31 IWO	$3,977,587	13,226	-15.9%	Shares	Sole	2021-05-07
2020-12-31 IWO	$4,507,497	15,722	-0.5%	Shares	Sole	2021-02-12
2020-09-30 IWO	$3,498,908	15,795	+2.7%	Shares	Sole	2020-11-05
2020-06-30 IWO	$3,182,694	15,385	-12.4%	Shares	Sole	2020-11-05
2020-03-31 IWO	$2,778,414	17,566	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.